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    <ol class="toc"><li class="toc-item toc-level-2"><a class="toc-link" href="#%E3%80%905-30%E3%80%915%E6%9C%88%E5%9B%9E%E9%A1%BE"><span class="toc-text">【5.30】5月回顾</span></a><ol class="toc-child"><li class="toc-item toc-level-3"><a class="toc-link" href="#%E6%80%BB%E8%A7%88"><span class="toc-text">总览</span></a></li><li class="toc-item toc-level-3"><a class="toc-link" href="#%E7%9F%AD%E7%BA%BF"><span class="toc-text">短线</span></a></li><li class="toc-item toc-level-3"><a class="toc-link" href="#%E6%9D%82%E8%B0%88"><span class="toc-text">杂谈</span></a></li></ol></li></ol>
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   <article id="post-2021 5月回顾" class="article article-type-post" itemprop="blogPost">
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    <h1 class="post-title">2021.5</h1>

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        <span>2021.05.29</span>
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          <span>璀璨丶</span>
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      <p>本文仅为笔者对股市的思考历程，文中所提到的任何股票均不做推荐。</p>
<h2 id="【5-30】5月回顾"><a href="#【5-30】5月回顾" class="headerlink" title="【5.30】5月回顾"></a>【5.30】5月回顾</h2><p>时间拨回到上个月月底，4月30日那天。在那天，盘面上看，有很多趋势股在那段时间抬头了，抱团的版块里，很多跌多了的强势股也加入了反弹的阵营。回归当年芯片如日中天的时候，也是有类似的走势。</p>
<p><img src="https://gitee.com/bright_rock/image_host/raw/master/img/20210530185308.png" alt="image-20210530185306965"></p>
<p>兆易创新2019年3月至今：</p>
<p><img src="https://gitee.com/bright_rock/image_host/raw/master/img/20210530185558.png" alt="image-20210530185556472"></p>
<p>北京君正2019年3月至今：</p>
<p><img src="https://gitee.com/bright_rock/image_host/raw/master/img/20210530185855.png" alt="image-20210530185853621"></p>
<p>通达信芯片指数880952  2019年3月至今：</p>
<p><img src="https://gitee.com/bright_rock/image_host/raw/master/img/20210530185941.png" alt="image-20210530185940041"></p>
<h3 id="总览"><a href="#总览" class="headerlink" title="总览"></a>总览</h3><p>今年已然过了一小半，事后回看，这个月反复表现的板块，除了题材属性很强的碳中和之外，还有很多最近半年非常热门的板块——消费，医药，汽车，金融，资源。其中消费股里面，短线贯穿整个月的代表，做女装的锦泓集团，做白酒的大豪科技；医药也有疫苗版块和医美版块双双发力；汽车有华为三剑客—小康股份，长安汽车，北汽蓝谷；金融代表是湘财股份；资源则是煤炭，锂电表现不俗；最后月末几天的碳中和板块的电力，顺控这些也反复表现。</p>
<p>但是细看这个月的市场，会发现这么几个情况：</p>
<ol>
<li><p>题材的新颖程度不是很高，上面讲的很多故事，更多的是年初的老故事，涨了新股票。</p>
<table>
<thead>
<tr>
<th>题材</th>
<th>老</th>
<th>新</th>
</tr>
</thead>
<tbody><tr>
<td>服装</td>
<td>美邦服饰</td>
<td>锦泓集团</td>
</tr>
<tr>
<td>白酒</td>
<td>茅汾</td>
<td>大豪科技，舍得酒业</td>
</tr>
<tr>
<td>医美</td>
<td>金发拉比</td>
<td>哈三联，奥园美谷</td>
</tr>
<tr>
<td>汽车</td>
<td>比亚迪</td>
<td>华为三车</td>
</tr>
<tr>
<td>金融</td>
<td></td>
<td>湘材</td>
</tr>
<tr>
<td>资源</td>
<td>铜</td>
<td>煤炭，锂电</td>
</tr>
<tr>
<td>碳中和</td>
<td>电力</td>
<td>福建金森</td>
</tr>
</tbody></table>
</li>
<li><p>这个月的短线走势，对于纯连板的接力来讲，难度非常大，更多的走势是持续不断的轮动上攻，但是连续涨停非常少。来看下这个月5连板以上的股票。</p>
</li>
</ol>
<h3 id="短线"><a href="#短线" class="headerlink" title="短线"></a>短线</h3><ul>
<li><p>603518 锦泓集团 5板开始连续一字</p>
<p><img src="https://gitee.com/bright_rock/image_host/raw/master/img/20210530195110.png" alt="image-20210530195108707"></p>
</li>
<li><p>603020 爱普股份 3板缩量T字，45板缩量一字</p>
<p><img src="https://gitee.com/bright_rock/image_host/raw/master/img/20210530195128.png" alt="image-20210530195127770"></p>
</li>
<li><p>000655 金岭矿业 234板缩量一字</p>
<p><img src="https://gitee.com/bright_rock/image_host/raw/master/img/20210530195217.png" alt="image-20210530195215674"></p>
</li>
<li><p>000150 宜华健康 全部实体但仅走了5板</p>
<p><img src="https://gitee.com/bright_rock/image_host/raw/master/img/20210530195433.png" alt="image-20210530195431650"></p>
</li>
<li><p>600753 东方银星 125板T字，346板缩量一字</p>
<p><img src="https://gitee.com/bright_rock/image_host/raw/master/img/20210530195527.png" alt="image-20210530195526187"></p>
</li>
<li><p>002622 融钰集团 3456板缩量一字</p>
<p><img src="https://gitee.com/bright_rock/image_host/raw/master/img/20210530200015.png" alt="image-20210530200014799"></p>
</li>
<li><p>600327 大东方 34板缩量一字</p>
<p><img src="https://gitee.com/bright_rock/image_host/raw/master/img/20210530200111.png" alt="image-20210530200110501"></p>
</li>
<li><p>002679 福建金森 34板缩量一字</p>
<p><img src="https://gitee.com/bright_rock/image_host/raw/master/img/20210530200152.png" alt="image-20210530200151296"></p>
</li>
<li><p>002386 天原股份 34缩量一字</p>
<p><img src="https://gitee.com/bright_rock/image_host/raw/master/img/20210530200221.png" alt="image-20210530200219635"></p>
</li>
</ul>
<p>仅仅看走出来的这些股票，大多数在3板4板的居中位置，都是以一字板的形式加速上涨，也许是因为当前的市场参与者的一致性预期过强，也许是股票里面本身的强庄配合消息强拉股价，这样的走势，对于接力的人来讲，参与难度非常之大。</p>
<p>相对而言，当前市场的表现更多是趋势股的反复，典型如锂电医美白酒汽车的代表股票，涨停很少，但是区间涨幅很大。</p>
<h3 id="杂谈"><a href="#杂谈" class="headerlink" title="杂谈"></a>杂谈</h3><p>这个月也发生了不少大事，国家公布了七普数据，通胀预期被抬头再被打压，虚拟货币的大幅度跳水，几位国士的离开。</p>
<p>作为交易者能做的，能做的仅仅是做好自己，要么改变自己，要么等待时机。</p>
<p>共勉。</p>
<p>​                                                                    2021.5.28</p>
<p>​                                                                       – Mr. 璀璨</p>

    
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